JWA
PNW icon

JFS Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

JFS Wealth Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8K Buy
241
+126
+110% +$12.9K ﹤0.01% 703
2026
Q1 		$11.5K Sell
115
-96
-45% -$9.26K ﹤0.01% 898
2025
Q4 		$18.7K Buy
211
+144
+215% +$12.9K ﹤0.01% 765
2025
Q3 		$6.01K Hold
67
– – ﹤0.01% 1051
2025
Q2 		$6K Sell
67
-5
-7% -$457 ﹤0.01% 1024
2025
Q1 		$6.86K Buy
72
+5
+7% +$446 ﹤0.01% 1005
2024
Q4 		$5.68K Hold
67
– – ﹤0.01% 1081
2024
Q3 		$5.94K Buy
67
+2
+3% +$171 ﹤0.01% 1060
2024
Q2 		$4.96K Sell
65
-2
-3% -$151 ﹤0.01% 1069
2024
Q1 		$5.01K Sell
67
-14
-17% -$986 ﹤0.01% 1100
2023
Q4 		$5.82K Buy
81
+9
+13% +$661 ﹤0.01% 989
2023
Q3 		$5.3K Buy
72
+4
+6% +$317 ﹤0.01% 974
2023
Q2 		$5.54K Sell
68
-6
-8% -$479 ﹤0.01% 954
2023
Q1 		$5.86K Sell
74
-144
-66% -$10.9K ﹤0.01% 921
2022
Q4 		$16.6K Sell
218
-9
-4% -$643 ﹤0.01% 572
2022
Q3 		$15K Buy
227
+2
+0.9% +$147 ﹤0.01% 632
2022
Q2 		$16K Buy
225
+170
+309% +$12.7K ﹤0.01% 637
2022
Q1 		$4K Buy
55
+34
+162% +$2.43K ﹤0.01% 1166
2021
Q4 		$1K Buy
+21
New +$1.41K ﹤0.01% 1513

Other funds holding PNW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return